Position in UFCS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$203,467
-$24,047 QoQ
Shares Held
3,880
-38.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#160
of 226 holders
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UFCS Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026MACKENZIE FINANCIAL CORP holds $337,043,684 across 14 Insurance - Property & Casualty names. UFCS ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
262,036 | $89,286,146 | |
| 2 | PGR |
Progressive Corp/Oh/
|
342,528 | $74,825,241 | |
| 3 | TRV |
Travelers Companies, Inc.
|
221,910 | $73,256,929 | |
| 4 | ALL |
Allstate Corp
|
212,075 | $50,461,125 | |
| 5 | CINF |
Cincinnati Financial Corp
|
73,917 | $13,684,993 | |
| 6 | MKL |
Markel Group Inc.
|
5,701 | $11,134,110 | |
| 7 | WRB |
Berkley W R Corp
|
136,817 | $9,649,703 | |
| 8 | L |
Loews Corp
|
73,844 | $8,359,879 |
All Filings in UFCS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,467 | 3,880 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $227,514 | 6,259 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $265,475 | 9,250 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||